Feature Requests

It won't let me refresh my institution. I but more refreshes and it still won't let me refresh my account. It said I had to wait a certain amount of time for a refresh, so I did. After waiting, I hit refresh and it said it was refreshing. Once it was done, nothing changed and it wasn't refreshed. It also won't let me update my email.

take money from bucket when: name contains X AND/OR amount == Y AND/OR date == Z name startsWith, endsWith, equals note: maybe not date. Plaid/MX doesn't give exact txn dates

Add support for Apple Card and Savings. It is not on the Plaid network, but somehow Mint is able to automatically sync data

Allow goals/expenses to repeat an arbitrary number of weeks, months, days. For example, I need to have $45 in one of my expense categories every 5 weeks.

I’d love to be able to see a graph that shows the historic levels of my safe to spend over time. Would help me keep a better eye on how it’s trending

Sometimes I get behind on assigning transactions. It gets really time consuming to reload the list in sections when assigning past transactions.

Whenever you have a filter applied in the transactions tab and modify a transaction (ex the spend from field) it clears whatever filter you have applied.

Allow to select multiple buckets and apply action(s) to them. Can be powerful when already searching for transactions Actions: Set name Set category Set bucket Set notes

This year with all of the inflation our grocery costs have gone up considerably. I'd love to have an aggregator that lets me look at buckets with different time windows in the past to understand what we are actually spending in those buckets on a monthly basis.

Create an autogenerated funding summary for your budget on a monthly basis. > Money In ➡️: $X,XXX/month This will normalize all buckets into a 1-month recurrence to get a better view of how much your monthly budget is. https://trello.com/c/5NyZa4WD/117-add-monthly-estimate-to-bucket-list-summary